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Verifications

The Verifications section allows Compliance Officers to manage and monitor all provider compliance verification activities within the platform. This section serves as the primary workspace for reviewing compliance submissions, requesting additional documentation, and approving or rejecting provider compliance requirements.

To access this section, click Verifications from the left-hand navigation menu.

How the Verification Process Works

The compliance verification process begins once a provider has registered on the platform. Compliance Officers are responsible for initiating document requests, reviewing submissions, and making approval decisions.

Stage 1 — Compliance Officer Reviews Provider Account​

The Compliance Officer reviews the provider's account from the Verifications dashboard, which displays all registered providers along with their current compliance status and outstanding requests.

Stage 2 — Document Request Sent to Provider​

Once the Compliance Officer has identified the required documents, they select the specific documents needed and submit a request directly to the provider. The provider will receive a notification through their portal to upload the requested documents.

Stage 3 — Provider Uploads Documents​

The provider uploads the requested compliance documents through their provider portal. Once uploaded, the submission appears in the Submitted tab for review.

Stage 4 — Compliance Officer Reviews Submitted Documents​

The Compliance Officer clicks the Review Documents button to access the document review interface. The review screen displays both the requested documents and the uploaded files side by side, allowing verification of document validity, expiry dates, and compliance requirements.

Stage 5 — Approval or Rejection Decision​

Based on the review, the Compliance Officer either approves or rejects the submitted documents.

  • If approved, the provider's compliance status updates to Approved
  • If rejected, the provider is notified and required to resubmit a corrected document

Verification Status Tabs

The Verifications page organises provider compliance activities into separate status categories to assist with workload management and document tracking.

TabMeaning
AllDisplays all providers currently undergoing compliance review
PendingDisplays providers awaiting compliance action or document review
Request SentDisplays providers who have been sent document requests and are yet to respond
SubmittedDisplays providers who have uploaded documents awaiting review
ApprovedDisplays providers whose compliance requirements have been successfully completed and approved
RejectedDisplays providers whose submitted documents have been rejected and require resubmission
ExpiredDisplays providers with expired compliance documents that require renewal

Provider Compliance Records

Each provider record displayed in the Verifications section contains the following information to assist with compliance management:

  • Provider Name
  • Registered Email Address
  • ABN Number
  • Current Compliance Status
  • Outstanding Compliance Requests

This information enables Compliance Officers to quickly assess the compliance position of each provider before taking action.

Viewing Provider Profiles

To review a provider's detailed account information, click the View Profile button located within the provider record.

What You Can Access​

  • Provider registration details
  • Contact information
  • Service configurations
  • Compliance history

Requesting Compliance Documents

If additional documentation is required from a provider, you can submit a document request directly through the Verifications section.

How to Request Documents​

Step 1 — Locate the Provider​

Find the provider in the Verifications list.

Step 2 — Click Request Documents​

Click the Request Documents button within the provider record.

Step 3 — Select Required Documents​

Select one or more required compliance documents from the available list.

Step 4 — Submit the Request​

Submit the request. The provider will receive a notification through their portal of the documents required.

Documents That May Be Requested​

  • Police Check
  • ABN Registration
  • Insurance Certificate
  • AHPRA Registration
  • CPR Certificate
  • First Aid Certificate
  • Driver's Licence
  • Business Registration
  • Other relevant certifications

Reviewing Submitted Documents

When a provider uploads the requested compliance documents, the submission will appear in the Submitted tab.

How to Review Documents​

Step 1 — Click Review Documents​

Click the Review Documents button within the provider record.

Step 2 — Review the Submission​

The review screen displays both the requested documents and the uploaded files side by side.

Step 3 — Verify Document Details​

Check the following before making a decision:

  • Document validity
  • Expiry dates
  • Compliance requirements
  • Correct document type uploaded

Step 4 — Approve or Reject​

Make your approval decision based on the review outcome.